+405.4%
TXG vs ITOT
+14.7%
+390.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.5% | +1.9% | -0.4% |
| 7D | -19.3% | -0.7% | -18.6% | -17.4% |
| 30D | -30.9% | -1.1% | -29.8% | -28.5% |
| 3M | +41.1% | -0.8% | +41.9% | +45.6% |
| 6M | +211.9% | +7.0% | +204.9% | +175.0% |
| YTD | +314.0% | +13.3% | +300.6% | +225.2% |
| 1Y | +405.4% | +14.8% | +390.6% | +286.9% |
| All | +405.4% | +14.7% | +390.7% | +286.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ITOT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling